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JPMorgan Chase

4,755 hedge funds and large institutions have $618B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,944 increasing their positions, 2,122 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 100

6% more capital invested

Capital invested by funds: $583B → $618B (+$35.1B)

0% more funds holding

Funds holding: 4,7434,755 (+12)

8% less repeat investments, than reductions

Existing positions increased: 1,944 | Existing positions reduced: 2,122

1.08% less ownership

Funds ownership: 72.38%71.3% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 949920 (-29)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,755
Holders Change
+12
Holders Change %
+0.25%
% of All Funds
62.36%
Holding in Top 10
920
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-3.06%
% of All Funds
12.07%
New
191
Increased
1,944
Reduced
2,122
Closed
100
Calls
$10.9B
Puts
$12.4B
Net Calls
-$1.45B
Net Calls Change
-$447M
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
2926
Financial Partners Group (Kansas)
Kansas
$1.89M +$140K +471 +9%
IRP
2927
Investment Research Partners
Pennsylvania
$1.89M +$1.84M +6,175 New
OW
2928
Olistico Wealth
Oklahoma
$1.88M -$4.46K -15 -0.3%
CA
2929
Crumly & Associates
Illinois
$1.88M -$20.8K -70 -1%
LCWP
2930
Legacy Capital Wealth Partners
Arkansas
$1.88M -$86.8K -292 -5%
SFG
2931
Seamount Financial Group
Colorado
$1.88M -$46.4K -156 -3%
VP
2932
Verum Partners
North Carolina
$1.88M -$139K -468 -7%
AFT
2933
Alpha Family Trust
California
$1.88M
SC
2934
Sepio Capital
Utah
$1.87M +$1.15M +3,877 +189%
DGM
2935
Delta Global Management
New York
$1.87M +$1.76M +5,920 New
LSA
2936
Lion Street Advisors
Texas
$1.87M +$903K +3,035 +38%
BAG
2937
Bridgewealth Advisory Group
California
$1.87M +$12.2K +41 +0.7%
IPAM
2938
Investment Partners Asset Management
New Jersey
$1.87M -$27.4K -92 -2%
GIP
2939
Greatmark Investment Partners
Georgia
$1.87M -$7.43K -25 -0.4%
HC
2940
Hurley Capital
New York
$1.86M -$9.81K -33 -0.6%
APC
2941
Aspire Private Capital
North Carolina
$1.86M +$34.5K +116 +2%
GAM
2942
Gould Asset Management
California
$1.86M +$55.6K +187 +3%
TVAMP
2943
Tennessee Valley Asset Management Partners
Tennessee
$1.85M +$1.74M +5,864 New
PWM
2944
PBMares Wealth Management
Virginia
$1.85M +$297 +1 +0%
WFA
2945
WJ Financial Advisors
Connecticut
$1.85M +$1.74M +5,857 New
NFSG
2946
Newbridge Financial Services Group
Florida
$1.85M -$1.03M -3,467 -37%
BCM
2947
Barden Capital Management
Texas
$1.85M +$1.74M +5,851 New
RBWA
2948
RFG - Bristol Wealth Advisors
Massachusetts
$1.85M +$23.8K +80 +1%
CIM
2949
Corda Investment Management
Texas
$1.84M -$61.3K -206 -3%
WRPWM
2950
Werba Rubin Papier Wealth Management
California
$1.84M +$221K +743 +15%

JPM Hedge Fund Activity: Q3 2025 in Review

4,755 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2025, worth a combined $618B — up 6% from $583B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new JPM positions and 100 closed out — a net gain of 91 holders — while 1,944 added to existing stakes and 2,122 trimmed.

The largest buyer was Bank of America, adding an estimated $1.15B. The largest seller was Wellington Management Group, cutting an estimated $1.99B.

  • 4,755 institutional investors held JPMorgan Chase (JPM) as of Q3 2025, up from 4,743 in Q2 2025.
  • Funds reported $618B of JPMorgan Chase stock for Q3 2025, up 6% quarter-over-quarter.
  • 191 funds opened new JPMorgan Chase positions in Q3 2025 and 100 closed out, a net change of +91 holders.
  • The largest JPMorgan Chase buyer in Q3 2025 was Bank of America, an estimated $1.15B added.
  • The largest JPMorgan Chase seller in Q3 2025 was Wellington Management Group, an estimated $1.99B sold.

Based on aggregated 13F filings for Q3 2025.